When it comes to financial planning, Greg believes in keeping it simple. His approach is guided by one clear mission: to make financial strategies more understandable and accessible. By helping clients grasp how different components of a financial plan work together, Greg empowers them to make confident and informed decisions. This leads to less stress, a greater sense of control, and most importantly, lasting confidence.
Greg earned his Bachelor’s degree from Siena College and his MBA from Excelsior College. A proud native of New York’s Capital Region, he remains deeply involved in the community. He has served on local boards, supports organizations such as Out of the Pits and St. Jude Children’s Research Hospital, and hosts public seminars each year to promote financial education.
Outside of work, Greg is a loyal fan of the New York Giants and New York Mets. He is also a passionate history buff who enjoys sharing his knowledge with others. In his free time, he can often be found playing a round of golf, reading, or exploring new culinary experiences.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4079624.